Client Portfolio Manager

Zürich Permanent
  • Global Asset Managament Company
  • Client Portfolio Manager Job Opportunity

About Our Client

Our client is a very successful global asset management company that is expanding their innovative Equity department. We are searching for a Client Portfolio Manager/Investment Advisor with a healthcare/biotech and urban living focus.

Job Description

  • Becoming a subject-matter expert in thematic equities with a focus on topics such as healthy living, biotech and urban living, including associated ESG matters.
  • Representing thematic investment teams to clients globally and articulating the investment theme value proposition and positioning.
  • Working with various teams to respond to requests for data and/or information in a timely manner.
  • Helping to produce weekly, monthly, quarterly and annual thematic content.
  • Helping improve and coordinate our thematic ESG materiality matrices, engagement & proxy voting activities and impact frameworks.
  • Actively contributing to investment meetings.
  • Communicating with the media and writing & publishing thought-leadership pieces in your area of expertise.
  • Acting as a link between investment teams and the rest of the organisation (sales, marketing, RFP, wealth management), providing updates through the available communication channels.
  • Keeping track of the competition offering and performing comparative analyses.
  • Coordinating and contributing to our thematic advisory boards.
  • Helping the development and refinement of thematic ideas.

The Successful Applicant

  • Some work experience in public equities (analyst, PM, risk manager, etc.); a CFA or equivalent would be a plus.
  • Graduate degree-level education in Healthcare or Science and some work experience outside the financial sector.
  • Impeccable written communication and public-speaking skills in English (native or equivalent)
  • Keen interest in the healthy living, biotech and urban living themes as well as ESG-related matters
  • Affinity to develop impactful presentations (flow, content and design).
  • Excel proficiency; additional technical skills would be a plus (e.g. Tableau or Python).
  • Excellent interpersonal skills (able to 'read' clients and connect).
  • Highly entrepreneurial, proactive and self-motivated.
  • Able to multitask and work at the last minute under pressure while keeping an eye for detail & critical thinking.

What's on Offer

Client Portfolio Manager Job Opportunity

Erman Kilincoglu
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Job summary

Policy, Economics & Regulatory Affairs
Policy, Economics & Regulatory Affairs Subsector
Financial Services
Contract type
Consultant name
Erman Kilincoglu
Job reference

About Page Executive

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